Email Functionality

Articles

Beyond - Email Setup
Beyond TM now offers email functionality which allows you to email anywhere you see an email address in the system. In this article, we will review the settings available for email functionality. *Note*   Email account within Beyond are s...
Beyond - How to Email in Beyond
Emailing In Beyond Email options can currently be found by clicking on any email address in the system. Whether it's an employee, customer, or contact's email address you've saved on file, you can seamlessly email them using either the ...
Beyond - How to Import Email Templates from Enterprise
How to Import Email Templates from Enterprise into Beyond Email templates are able to be imported from Enterprise in to Beyond. *Note* Email templates created within Beyond will not transfer to Enterprise, and vice versa. In order to use em...
Beyond - How to Create Email Templates
How to Create Email Templates in Beyond At this time, Beyond email templates can only be used for emails you send to employees or customer contacts. This means there are only two template types to create email templates from: Employee Templates a...
Beyond - How to Utilize Email Templates
What are Email Templates? Email templates allow you to customize emails that are sent to large numbers of employees or customer contacts. Beyond allows you to create, configure, and manage employee and contact email templates. In this article:...
Beyond - How to Manage Email Templates
How to Manage Email Templates in Beyond There are many options at your disposal when managing email templates within Beyond including: Searching and filtering templates by names and statuses Updating template status and hierarchy settings Editi...
Beyond - Mass Mailer Account Setup
What is a Mass Mailer Account? A mass mailer email account allows multiple users to use the same email address. Typically these accounts are not tied to an individual but to a service or group. Example, payroll@staffingcompany.com or recruiting@...